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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,063 | $91,439-24.5% | $135,974-49.2% | $71,511-3.4% |
| Participation rate | 34.4% | 75.7%-41.2pp | 81.9%-47.5pp | 67.9%-33.5pp |
| Annual return | 15.50% | 29.90%-14.4pp | 68.30%-52.8pp | 28.86%-13.4pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,326 | $7,093-53.1% | $7,760-57.1% | $4,291-22.5% |
| Admin fee / account holder | $5,913 | $1,267+366.8% | $10,767-45.1% | $1,588+272.2% |